---
title: 'Account Executive at Marloo'
canonical: 'https://feeny.ai/job/account-executive-marloo-sydney-ybxfth31r5mb'
type: 'job'
last_seen: '2026-09-17'
---

# Account Executive at Marloo

- **Company:** Marloo
- **Location:** Sydney, Australia
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-09-15
- **Last confirmed live:** 2026-09-17
- **Apply:** https://jobs.ashbyhq.com/marloo/c074ebeb-859a-4f6a-b091-7c6989453ffd

## Job description

Account Executive - Sydney Location: Sydney, office-based Team: Australia GTM Reports to: Head of Growth Compensation: $105-120k + super, plus variable and equity.

## About Marloo

Marloo is building the AI partner for financial advisers. Advisers focus on clients while Marloo handles the rest. They guide people through the most important decisions of their financial lives and the software built for them has never been worthy of that. We intend to build the company that changes it and to become the system every advice firm in the world runs on. In under a year we have onboarded more than 1,000 paying firms across eight countries with almost zero churn. Revenue is growing 37% month on month on average. In May we raised a $10m seed led by Blackbird Ventures. Blackbird was the first and largest investor in Canva. We are at an inflection point. Join now and you will help shape the future of advice.

## The role

You take a qualified prospect and own them from first demo to a firm that can't work without us. That means the whole arc. You demo the product. You run detailed discovery and map how the firm actually works today — their advice process, their documents, their file notes, their handoffs between adviser, paraplanner and admin. You close. Then you configure their environment, run their onboarding, train their team, and keep growing the account as they add seats and move up tiers. You own the account indefinitely. The firms you sign are the firms you keep. Roughly half this role is selling and half is implementation. Environment configuration — templates, document structure, workflow setup — is not an afterthought we hand to someone else. It is how a firm goes from signed to genuinely using Marloo, and it is yours.

## What you'll do

- Demo with judgement. Not a feature tour. Show the firm their own problem, solved.
- Map the firm. Detailed discovery and process mapping, so you understand their advice workflow well enough to configure it.
- Close. Own the commercial conversation end to end.
- Configure and onboard. Set up their environment, get their documents right, and get their team live.
- Educate the whole firm, not just the buyer. Advisers, paraplanners, admin staff. Stickiness comes from the people who use it daily, not the person who signed.
- Grow the account. Activation, expansion, seat growth, tier upgrades.
- Feed the machine. Objections, competitor intel and feature requests go back to management, product and engineering. You see things first.
- Get in the room. Around 20 days a year of domestic travel for conferences and industry events.

Who we're looking for The ideal profile is someone who understands the advice workflow from the inside and knows how to sell. That blend is rare, so there are other routes in:

- Strong B2B sales experience, no advice background. You've carried a quota, run full-cycle deals, and you're genuinely curious about a technical domain. We'll teach you the advice workflow, and you should expect that to take real effort.
- Sound financial advice experience, limited sales background. You've worked in or around an advice practice and you know why a badly structured SOA ruins a week. We'll teach you the sales process.

What we won't compromise on: the curiosity and empathy to understand what a firm actually needs, and the ability to help them see value rather than tell them about it. This is a consultative sale to a sceptical, time-poor, heavily regulated audience. People who lead with product features do not do well here. You'll also need full working rights in Australia — we're not able to sponsor visas for this role. We are always looking for exceptional talent from directly within advice businesses - financial advisers, paraplanners, compliance managers, etc. This is who builds Marloo. If this is you, reach out directly. The environment The product is changing quickly and so is the sales motion. Processes you help build in month one may be rebuilt in month four. You will have a lot of autonomy and need to be genuinely comfortable with ambiguity. The performance bar is high and is collaborative. We work hard, we work fast, with integrity and we have fun. We are looking for people who care about the problem: access to advice, affordability of advice, and giving advisers tools worth using.

## Compensation

A$105k plus superannuation, with a performance-based variable component paid on both new business and expansion plus equity. The base and variable split is set according to experience. Process A short, sharp process including a practical work trial. We move quickly and we will tell you where you stand at every stage.

## About Marloo

## Company Overview
- **One-liner**: Marloo is an AI partner for financial advisers that handles paperwork, compliance, and client context so advisers can focus on their clients.
- **Entity Type**: Private (Pre-seed/Seed stage; total funding $16.9M, latest $10M seed round in April 2026)
- **Headquarters**: Auckland, New Zealand (with offices in New York, London, and Sydney)
- **Founded**: 2025
- **Founders**: Hardy Michel, Shakeel Lala, Ben Robertson

## Core Business
- **Primary industry**: AI-powered software for financial advice (wealth management, financial planning, insurance, mortgages)
- **Target customers**: Financial advisers and support staff at firms of all sizes – from independent advisers to large multi-advisor firms (B2B)
- **Mission**: “To give every adviser the partner they deserve, remove the friction that holds them back, and unlock a level of advice that elevates the entire profession.”

## Products & Services
- **[Marloo AI Partner](https://www.marloo.com/us)**: An AI platform that goes beyond meeting note-taking. It transcribes and analyses client interactions, generates advice documents (e.g., Investment Policy Statements, financial reviews), manages tasks, fills forms, drafts emails, and builds a complete client relationship picture over time. Integrates with Zoom, Google Meet, Microsoft Teams, Webex, and Outlook/Google Calendar. Available as a SaaS product.
- **[Marloo Teams](https://www.marloo.com/us)**: Practice management overlay allowing firms to set permissions, manage billing, oversee compliance across every adviser, and move from sample-based compliance to full coverage.

## Market Standing
- **Valuation**: Not disclosed
- **Key Metric**: Total funding $16.9M (pre-seed $2.7M Oct 2025, seed $4.2M Sep 2025, additional $10M seed Apr 2026)
- **Notable Investors/Partners**: Blackbird Ventures (first and largest investor in Canva) is the lead backer; other investors from the pre-seed round include angel investors (12 participants in pre-seed, 4 in initial seed)
- **Growth Signals**: Onboarded 650+ firms in under a year across seven countries with “almost zero churn”; headcount grew 833% YoY to 20 employees; operates in 5+ countries (UK, Australia, US, New Zealand, Sweden); continues to hire rapidly (8+ active roles as of mid-2026)

## Competitive Advantages
- **Domain depth**: One third of the team are former financial advisers – the product is built “with the profession, not just for it,” ensuring real-world relevance and trust.
- **Compliance-first architecture**: SOC 2 Type 2 and GDPR compliant; designed to handle regulated document generation across multiple jurisdictions and support firm-wide oversight.
- **Full-stack AI infrastructure**: Moves beyond simple note-taking to become the central operating system for advice – handling documents, tasks, forms, and client context across all channels (meetings, phone, email, voice notes).
- **Zero churn at fast scale**: High retention indicates strong product-market fit and switching costs.

## Strategic Focus
- **Expand beyond notetaker era**: Position Marloo as the “infrastructure the profession has always needed,” enabling full compliance coverage and document automation.
- **International growth**: Already in seven countries, with stated ambition to continue scaling across jurisdictions (document generation built for 10x growth).
- **Product-led sales**: Lean team (no product managers, no backlog) – engineers talk directly to customers; GTM hires also come from the adviser community, enabling a peer-to-peer sales model.

## Why Work Here
- **Culture**: High agency, talent dense, speed and energy, “play to win”, love for customers, embrace of ambiguity. Bureaucracy stripped out – no unnecessary meetings, just the work that matters.
- **Flexibility**: Flexible work policy that prioritises in-person time but allows for travel, deep work, and family needs. Offsites for the entire team.
- **Engineering ethos**: Full-stack product engineers own what they build end to end; no product managers or backlogs. Tooling includes ChatGPT, Gemini, Cursor – whatever gives leverage. Hard problems include regulated document generation across seven jurisdictions.
- **Compensation**: Competitive salary and equity package (sliding scale to optimise for cash or equity). Perks are evolving quickly; team input into new benefits.
- **Hiring process**: Transparent and fast – intro call, hiring manager interview, case study or paid work trial, then founder interview. All applications reviewed personally.

## Sources
1. [Marloo Careers Page](https://www.marloo.com/careers)
2. [Marloo LinkedIn Profile](https://www.linkedin.com/company/gomarloo)
3. [Marloo US Website](https://www.marloo.com/us)
4. [Marloo About Us](https://www.marloo.com/us/about)

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